# New All-Time Highs Are Here: Now What?

Page: https://stenobird.com/podcast/the-macro-trading-floor-5344938/new-all-time-highs-are-here-now-what
Text version: https://stenobird.com/podcast/the-macro-trading-floor-5344938/new-all-time-highs-are-here-now-what.md
Podcast: [The Macro Trading Floor](https://stenobird.com/podcast/the-macro-trading-floor-5344938)
Published: 2026-04-17T16:23:00+00:00
Episode link: https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8699971128.mp3
Audio file: https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8699971128.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-macro-trading-floor-5344938/episodes/new-all-time-highs-are-here-now-what
Duration seconds: 2232

## Resource

To reach out to Alf: alf@palinurocapital.com To reach out to Brent: bdonnelly@spectramarkets.com Alf and Brent discuss the framework for an Iran-US deal, and how to approach rates, currencies and equity markets for the foreseeable future.

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## Transcript

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